IFA

Harwood Capital Management has agreed to buy rival wealth manager Wellian Investment Solutions in an effort to expand its multi-manager business.

Tavistock Investments has taken over Duchy Independent Financial Advisers, continuing a wave of consolidation in the IFA market.

National wealth manager Bellpenny has continued to expand its business with a further acquisition of an IFA with £40m in funds under management.

A former IFA has been jailed for ten years for defrauding investors of at least £3.5m in what has been branded a "classic Ponzi scheme".

An IFA and the directors of banking giants Goldman Sachs and Lloyds will head up the panels that raise the industry's voice on policymaking to the ear of the regulator.

‘Targeting volatility can leave you behind the curve'

Killjoy? Why the FCA’s inducement crackdown is going too far

Mario Mantrisi, chief strategy and research officer at data management group KNEIP, explains how MiFID II could eventually price advisers out of the market, while investors could end up paying more for managers with sophisticated research capabilities....

'There could be disasters in the D2C space'

Old Mutual Wealth (OMW) is to establish a close relationship between adviser network Intrinsic and Quilter Cheviot after it agreed a £585m deal to acquire the discretionary manager.